David Boit
President at Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Network origin in David Boit first degree
Entity | Entity type | Industry | |
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Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services.
14
| Private Company | Investment Managers | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Boit via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal | |
IBM | Packaged Software | Corporate Officer/Principal | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Investment Managers | Portfolio Manager-Equities | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal | |
Digital Guardian LLC
Digital Guardian LLC Packaged SoftwareTechnology Services Digital Guardian, Inc. provides cyber security and data protection platform. It offers outsider and insider threat protection implementation, managed security program, and training services. It serves energy, financial services, federal, healthcare, law firms, manufacturing, an technology industries. The company was founded by William Fletcher, Tomas Revesz, Donato Buccella, Seth N. Birnbaum, Nicholas Stamos, and Allen H. Michels in 2002 and is headquartered in Waltham, MA. | Packaged Software | Director/Board Member | |
Thomas Weisel Partners Group, Inc.
Thomas Weisel Partners Group, Inc. Investment Banks/BrokersFinance Thomas Weisel Partners Group, Inc. is an investment banking company, which engages in the provision of investment banking, brokerage, equity research, and asset management services. Its services include brokerage services, tax and estate planning strategies, investment management consulting, alternate investments, and corporate client services. The company was founded by Thomas W. Weisel in 1999 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Brown University | College/University | Undergraduate Degree | |
Domini Impact Investments LLC
Domini Impact Investments LLC Investment ManagersFinance Domini Impact Investments LLC (Domini) is an independent registered investment adviser and mutual fund firm headquartered in New York City. The firm was founded by Amy Domini Thornton in 1997. Domini serves individual and institutional investors who wish to create positive social and environmental outcomes while seeking competitive financial returns. | Investment Managers | Founder | |
Dartmouth College | College/University | Undergraduate Degree | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Boston Athenæum
Boston Athenæum Miscellaneous Commercial ServicesCommercial Services Boston Athenæum operates and manages an independent membership library. It also provides library services and cultural programs. Boston Athenæum was founded in 1807 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Hollingsworth & Vose Co.
Hollingsworth & Vose Co. TextilesProcess Industries Hollingsworth & Vose Co. engages in manufacture advanced materials used in filtration, battery, and industrial applications. Its products include filtration media, battery separators, and industrial products. The company was founded in 1728 and is headquartered in East Walpole, MA. | Textiles | Director/Board Member | |
Calvert Capital Management Co.
Calvert Capital Management Co. Investment ManagersFinance Calvert Capital Management Co. (Calvert Capital Management) is a venture capital firm founded in 1982. The firm is headquartered in Waltham, Massachusetts. | Investment Managers | Private Equity Analyst | |
Bentley University | College/University | Graduate Degree Masters Business Admin | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Investment Banks/Brokers | Analyst-Equity | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
The Old South Association in Boston
The Old South Association in Boston Miscellaneous Commercial ServicesCommercial Services The Old South Association in Boston operates as a non profit organization, which preserves the Old South Meeting House. The firm preserves the building as a busy museum, treasured landmark, and an active centre for civic dialogue and free expression. The company was founded in 1877 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Manhattan College | College/University | Undergraduate Degree | |
Yale University | College/University | Masters Business Admin | |
University of Vermont | College/University | Undergraduate Degree | |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
Tufts University | College/University | Undergraduate Degree | |
Mitchell Institute
Mitchell Institute Other Consumer ServicesConsumer Services Mitchell Institute is a non-profit organization. It focuses on giving Maine youths an annual four year scholarship award to graduating senior from each of Maine’s public high schools. The company was founded by George T. Mitchell in 1999 and is headquartered in Portland, ME. | Other Consumer Services | Director/Board Member | |
Reynders, McVeigh Capital Management LLC
Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Investment Managers | Portfolio Manager-Equities | |
Church Pension Fund | Investment Managers | Corporate Officer/Principal | |
Center for Responsible Lending
Center for Responsible Lending Miscellaneous Commercial ServicesCommercial Services Center for Responsible Lending provides a National voice against abusive financial practices. The firm focuses on primarily mortgages, payday loans, credit cards, bank overdrafts and auto loans. The company is headquartered in Durham, NC. | Miscellaneous Commercial Services | Director/Board Member | |
Bowdoin College
Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
The Concord Museum
The Concord Museum Other Consumer ServicesConsumer Services The Concord Museum operates museum. The company was founded in 1886 and is headquartered in Concord, MA. | Other Consumer Services | Director/Board Member | |
John Bromfield Society | Corporate Officer/Principal | ||
The Cumberland Club
The Cumberland Club RestaurantsConsumer Services The Cumberland Club operates as federal-style clubhouse. The firm offers breakfast, lunch and dinner. The company was founded in 1877 and is headquartered in Portland, ME. | Restaurants | Director/Board Member | |
Temple, Barker & Sloane, Inc. | Corporate Officer/Principal | ||
Harvard College | College/University | Undergraduate Degree | |
Harvard Business School | College/University | Undergraduate Degree |
Statistics
International
United States | 49 |
Sectoral
Finance | 22 |
Consumer Services | 17 |
Commercial Services | 5 |
Technology Services | 3 |
Electronic Technology | 2 |
Operational
Corporate Officer/Principal | 31 |
Undergraduate Degree | 16 |
Portfolio Manager-Equities | 14 |
Director/Board Member | 9 |
Masters Business Admin | 7 |
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